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USA Financial Formulas’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

USA Financial Formulas’s Portfolio SIXO Stock Details SIXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.49M Buy
125,255
+14,699
+13% +$519K 0.82% 14
2026
Q1 		$3.73M Sell
110,556
-6,407
-5% -$222K 0.7% 11
2025
Q4 		$4.06M Sell
116,963
-20,670
-15% -$708K 0.74% 10
2025
Q3 		$4.67M Sell
137,633
-27,790
-17% -$933K 0.82% 11
2025
Q2 		$5.48M Buy
165,423
+165,346
+214,735% +$5.27M 0.93% 12
2025
Q1 		$2.43K Buy
+77
New +$2.5K ﹤0.01% 247

Other funds holding SIXO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

USA Financial Formulas's SIXO Position: Q2 2026 in Review

USA Financial Formulas increased its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) stake by 13% in Q2 2026, buying an estimated $519K and bringing the position to 125,255 shares worth $4.49M. The position accounts for 0.82% of the portfolio, ranked #14.

USA Financial Formulas first reported a position in SIXO in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.48M in Q2 2025. 57 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

  • USA Financial Formulas held 125,255 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $4.49M as of Q2 2026.
  • USA Financial Formulas bought 14,699 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $519K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up 0.82% of USA Financial Formulas's portfolio in Q2 2026, its #14 holding.
  • USA Financial Formulas first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q1 2025 and has held it in 6 quarters since.
  • USA Financial Formulas's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $5.48M in Q2 2025.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.